New e-learning course available on “Family Offices”
Fintelligence is continuously extending its library. Most recently, we have added the topic “Family Offices”. The topic consists of … read more
News
New e-learning module available on “Sustainability in Banking”
Fintelligence is continuously extending its library. Most recently, it has added the very topical and relevant online module “Sustainability in … read more
New e-learning module available on “Digitalisation in Banking and Fintech”
Fintelligence is continuously extending its library. Most recently, it has added a very topical and relevant online module: Many … read more
Fintelligence Market Study 2021/22 “Challenges and trends in banking in Switzerland”
We are pleased to present you this year’s market study “Challenges and trends in banking in Switzerland”. Once again, we … read more
Fintelligence is accredited by CISI
We are pleased to announce that Fintelligence has been approved as an endorsed CPD activities provider by CISI. For more … read more
Proof of knowledge for entry in the Swiss Client Advisor Register
Are you advising Swiss clients on behalf of a financial service provider that is not subject to prudential supervision in … read more
E-learning offering of Fintelligence accredited by the SAM (Swiss Association of Asset Managers)
External asset managers and their advisors can now participate at Fintelligence’s SAM-accredited e-learning programs and earn credit points. By doing … read more
VP Bank: Client advisors successfully SAQ-certified with Fintelligence
With Fintelligence as a training and certification partner, VP Bank has successfully certified its client advisors according to the SAQ … read more
Resource resilience for client advisors at banks
The ‚Resource Resilience for Client Advisors‘ training program develops the skills and abilities of client advisors in a targeted and … read more
Fit for FinSA
In light of the introduction of FinSA and FinIA, financial service providers and their employees face new challenges. Targeted profiling … read more
AML and Compliance E-Learning and E-Testing for Financial Institutions
Fintelligence offers E-Learning modules covering key topics of AML and Bank Compliance for employees at banks and asset management companies. … read more
SAQ Client Advisor Recertification: Attractive Online Solution
Fintelligence offers you an efficient and attractive way to recertify your SAQ Certificate ‘Client Advisory Bank’: you will get access … read more
Zuger Kantonalbank: Client advisors successfully certified with Fintelligence
Over the past 15 months, Zuger Kantonalbank has successfully certified its client advisors with Fintelligence as a training and certification … read more
Market Study on Trends in Private Banking 2018 – 2019
Private banking has been undergoing fundamental changes for quite some time. New consulting and pricing models are being introduced, while digitization redefines customer contacts, … read more